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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,072 | $78,483-55.3% | $106,201-67.0% | $74,546-53.0% |
| Participation rate | 34.6% | 72.8%-38.2pp | 75.3%-40.7pp | 67.2%-32.6pp |
| Annual return | 19.05% | 15.94%+3.1pp | 116.26%-97.2pp | 1366.03%-1347.0pp |
| Employer contribution / active EE | $866 | $2,522-65.6% | $3,170-72.7% | $2,624-67.0% |
| Participant deferral / active EE | $1,278 | $4,320-70.4% | $5,012-74.5% | $4,347-70.6% |
| Admin fee / account holder | $2,597 | $2,236+16.1% | $11,039-76.5% | $1,944+33.6% |